Загрузка видео...

Не удалось загрузить видео

На главную

Bloomberg's Mark Gurman: When OpenAI releases its device, Apple can just immediately fast-follow it and take all its market share. "Apple has the retail stores, the privacy story, the brand. OpenAI has this great AI brand, but they don't have a hardware brand." "I just think the bar to...

tbpn's profile picture

TBPN

286,543 subscribers

34,377 просмотров • 4 месяцев назад •via X (Twitter)

Наука и технологии
LIVE

Anya Rossi• Live Now

Private livecam show

Комментарии: 0

Нет доступных комментариев

Здесь появятся комментарии из оригинального поста

Похожие видео

Bloomberg's Mark Gurman says hiring John Giannandrea to lead Apple's AI team has been the biggest mistake of Tim Cook's career at Apple: "In 2018, they hired John Giannandrea. He was this high flyer at Google. He ran AI in search, and Apple thought they would hire this guy and really hit the ground running and be at the forefront of AI." "Just seven years earlier, they announced Siri in 2011. There was absolutely nothing like it. It was a breakthrough. But then it became utter junk." "You haven't even scratched the surface of how big a problem this is for Apple. They've completely screwed up AI in every way, and it comes down to hiring the wrong people and entrusting the wrong people."
1:23

Bloomberg's Mark Gurman says hiring John Giannandrea to lead Apple's AI team has been the biggest mistake of Tim Cook's career at Apple: "In 2018, they hired John Giannandrea. He was this high flyer at Google. He ran AI in search, and Apple thought they would hire this guy and really hit the ground running and be at the forefront of AI." "Just seven years earlier, they announced Siri in 2011. There was absolutely nothing like it. It was a breakthrough. But then it became utter junk." "You haven't even scratched the surface of how big a problem this is for Apple. They've completely screwed up AI in every way, and it comes down to hiring the wrong people and entrusting the wrong people."

TBPN

58,912 просмотров • 5 месяцев назад

.Marcus Milione wants Minted New York to become a massive brand, but does not think the path there is just dumping money into paid ads. "I want the brand to be as big as possible. When you're trying to build something like that, I don't think going slow and building a really strong foundation is a bad thing." "I think that there's a playbook where you just turn on the Meta ads faucet and just throw money at it. But I mean, we do very little advertising at all. 99.5% of our posts are organic." "That feels like a really nice, strong foundation where, if we want to turn on the paid advertising, it just makes our life a little bit because we're building a brand that people know. You're not just getting fed ads all the time, then ending up buying it and having no affiliation with the brand."
1:36

.Marcus Milione wants Minted New York to become a massive brand, but does not think the path there is just dumping money into paid ads. "I want the brand to be as big as possible. When you're trying to build something like that, I don't think going slow and building a really strong foundation is a bad thing." "I think that there's a playbook where you just turn on the Meta ads faucet and just throw money at it. But I mean, we do very little advertising at all. 99.5% of our posts are organic." "That feels like a really nice, strong foundation where, if we want to turn on the paid advertising, it just makes our life a little bit because we're building a brand that people know. You're not just getting fed ads all the time, then ending up buying it and having no affiliation with the brand."

TBPN

29,968 просмотров • 1 месяц назад

Here's more analysis on the Apple and Google deal to make a new kind of Siri, after I had a cup of coffee. This is what OpenAI is doing: they're making a variety of new products and going after Apple. Apple didn't want to give OpenAI any more data to help a potential new competitor. The real problem for this OpenAI effort is that we're about to move to glasses. People don't believe me that we're about to move to glasses, but you should, because I just got back from CES and there was a ton of glasses there. For OpenAI to really get somewhere, they need to add a camera to an earphone. While I don't see that in this latest report, I won't be shocked to see a camera show up somewhere eventually. It is cameras that add understanding of the real world, which can lead to many new features that Apple's current AirPods Pro can't match. I believe Apple is developing such a product to go with their glasses, which makes a lot of sense. Also, Google's AI models are better at multimodality; this means they can use cameras in a much better way than even OpenAI's models can. This is why in Silicon Valley robotics companies, a lot of them use Google Gemini: because robots need multimodality. Apple's glasses, which are expected in 2027, have some significant advantages over the others. First, they have eye sensors in them, so it knows where the user is looking. It also can tell what the user is touching, holding, or gesturing towards. This new capability will give Siri a significant parlor trick: it will let Siri answer questions that no other search engine has been able to answer before. But the real reason I'm still bullish on Apple's glasses isn't technology—it's content. Apple has NBA rights and Formula One (among others) and a really great studio system, which has produced one of the biggest hits of the last six months. Pluribus. Apple also, because of its privacy stance, has a significant lead in consumer trust. Because of its retail stores, it also has a significant lead in the ability to: 1. Show people glasses 2. Get them fit properly 3. Get people trained On Saturday, I went to the main Apple store in Cupertino and watched one of the classes that they teach every few hours in an Apple store. The store was packed with people watching the class on a huge screen in the middle of the store. Apple has dramatically changed retail because of its stores, which gives it the most trusted brand in the business and gives it distribution to most of the world's richest people. While OpenAI has almost a billion users, it is unclear whether those users will switch ecosystems from Apple to OpenAI. Even if OpenAI's AI and devices can do a few more things, I'm not so sure anybody's going to care when Apple has very capable headphones that match up with their iPhones and has the world's richest people addicted to the Apple ecosystem (me included). Here is one of the secret Chinese suites at CES, which makes a series of glasses to sell to other brands. This gives you a sense of how fast the glasses world is moving. AI needs to not just tell you what it's seeing, but it needs to show you things to really make the solution complete. Also, Apple usually picks a much better design than anyone else. Because it's such a luxury brand, it can charge more than anybody else and be more profitable. I don't see anyone else being able to put together the whole solution the way Apple can. Therefore, I am still very bullish on Apple making a dramatic announcement about glasses sometime in the next 24 months. At CES, though, it's clear that many manufacturers will try. XREAL 👓 just got $100 million of funding to continue its glasses development, and officials of the company told me it will release its Android XR based glasses later this year. Short version: AI is coming to wearables in a big way, and Apple will do what it always does: come in late to the market and redefine it when it enters. It still has all the pieces to put together the puzzle, even though it doesn't have its own LLM so had to do a deal with Google for that. Yeah, others will be earlier to the market, and will win some buyers because of that, but buyers like me know that and will be happy to put down our other ones to buy Apple because of its advantages. With one big caveat: Apple has to deliver an amazing pair of glasses, and maybe a headphone with a camera, to keep the competition from taking its lunch. Also, behind the scenes there is a big patent battle brewing. Apple has quite a few, but I talked with Ann Greenberg at CES, who started Gracenote. She says she has several patents that will enable a large company to force others to license their technology and that she's already in final stages of selling those patents to a big company. All the big companies have patent portfolios they can use against each other, and particularly smaller, newer, competitors. Microsoft alone has dozens of patents it bought to start off its Hololens efforts, which it gave up on, but Microsoft still has almost 1,000 lawyers who would love to go after other companies for licensing deals. Plus, Google-funded Magic Leap has about 1,000 patents, so it'll be interesting to see if anyone buys the remnants of that company. The question is: can anyone disrupt Apple? Especially OpenAI?
2:14

Here's more analysis on the Apple and Google deal to make a new kind of Siri, after I had a cup of coffee. This is what OpenAI is doing: they're making a variety of new products and going after Apple. Apple didn't want to give OpenAI any more data to help a potential new competitor. The real problem for this OpenAI effort is that we're about to move to glasses. People don't believe me that we're about to move to glasses, but you should, because I just got back from CES and there was a ton of glasses there. For OpenAI to really get somewhere, they need to add a camera to an earphone. While I don't see that in this latest report, I won't be shocked to see a camera show up somewhere eventually. It is cameras that add understanding of the real world, which can lead to many new features that Apple's current AirPods Pro can't match. I believe Apple is developing such a product to go with their glasses, which makes a lot of sense. Also, Google's AI models are better at multimodality; this means they can use cameras in a much better way than even OpenAI's models can. This is why in Silicon Valley robotics companies, a lot of them use Google Gemini: because robots need multimodality. Apple's glasses, which are expected in 2027, have some significant advantages over the others. First, they have eye sensors in them, so it knows where the user is looking. It also can tell what the user is touching, holding, or gesturing towards. This new capability will give Siri a significant parlor trick: it will let Siri answer questions that no other search engine has been able to answer before. But the real reason I'm still bullish on Apple's glasses isn't technology—it's content. Apple has NBA rights and Formula One (among others) and a really great studio system, which has produced one of the biggest hits of the last six months. Pluribus. Apple also, because of its privacy stance, has a significant lead in consumer trust. Because of its retail stores, it also has a significant lead in the ability to: 1. Show people glasses 2. Get them fit properly 3. Get people trained On Saturday, I went to the main Apple store in Cupertino and watched one of the classes that they teach every few hours in an Apple store. The store was packed with people watching the class on a huge screen in the middle of the store. Apple has dramatically changed retail because of its stores, which gives it the most trusted brand in the business and gives it distribution to most of the world's richest people. While OpenAI has almost a billion users, it is unclear whether those users will switch ecosystems from Apple to OpenAI. Even if OpenAI's AI and devices can do a few more things, I'm not so sure anybody's going to care when Apple has very capable headphones that match up with their iPhones and has the world's richest people addicted to the Apple ecosystem (me included). Here is one of the secret Chinese suites at CES, which makes a series of glasses to sell to other brands. This gives you a sense of how fast the glasses world is moving. AI needs to not just tell you what it's seeing, but it needs to show you things to really make the solution complete. Also, Apple usually picks a much better design than anyone else. Because it's such a luxury brand, it can charge more than anybody else and be more profitable. I don't see anyone else being able to put together the whole solution the way Apple can. Therefore, I am still very bullish on Apple making a dramatic announcement about glasses sometime in the next 24 months. At CES, though, it's clear that many manufacturers will try. XREAL 👓 just got $100 million of funding to continue its glasses development, and officials of the company told me it will release its Android XR based glasses later this year. Short version: AI is coming to wearables in a big way, and Apple will do what it always does: come in late to the market and redefine it when it enters. It still has all the pieces to put together the puzzle, even though it doesn't have its own LLM so had to do a deal with Google for that. Yeah, others will be earlier to the market, and will win some buyers because of that, but buyers like me know that and will be happy to put down our other ones to buy Apple because of its advantages. With one big caveat: Apple has to deliver an amazing pair of glasses, and maybe a headphone with a camera, to keep the competition from taking its lunch. Also, behind the scenes there is a big patent battle brewing. Apple has quite a few, but I talked with Ann Greenberg at CES, who started Gracenote. She says she has several patents that will enable a large company to force others to license their technology and that she's already in final stages of selling those patents to a big company. All the big companies have patent portfolios they can use against each other, and particularly smaller, newer, competitors. Microsoft alone has dozens of patents it bought to start off its Hololens efforts, which it gave up on, but Microsoft still has almost 1,000 lawyers who would love to go after other companies for licensing deals. Plus, Google-funded Magic Leap has about 1,000 patents, so it'll be interesting to see if anyone buys the remnants of that company. The question is: can anyone disrupt Apple? Especially OpenAI?

Robert Scoble

275,056 просмотров • 6 месяцев назад

Seth Godin explains the difference between a logo and a brand: “If Nike opened a hotel, I think we would be able to guess pretty accurately what it would be like. If Hyatt came out with sneakers, we’d have no clue what they’d be like. That’s because Hyatt doesn’t have a brand—they have a logo.” He continues: “What it means to have a brand is you’ve made a promise to people. They have expectations. It’s a shorthand. And if that is distinct, you’ve earned something. If it’s not distinct, admit you make a commodity and you’re trying to charge just a little bit extra for peace of mind. The problem that Hyatt, Hilton, Marriott, and the rest have is sort by price. Because if I go online now to find a hotel, it’s really simple. Why would I pay $200 extra? I don’t. The value of a brand is how much extra I am paying above the substitute. And if I’m not paying extra, you don’t have a brand.” This seems to be Warren Buffet’s definition of a brand too. Apple has one of the best brands in the world, and he explains the value of this brand loyalty in a pretty unique way: “If you’re an Apple user and somebody offers you $10,000, but the only proviso is they’ll take away your iPhone and you’ll never be able to buy another, you’re not going to take it. If they tell you if you buy another Ford car, they’ll give you $10,000 not to do that, you’ll take the $10,000 and you’ll buy a Chevy instead.” Ford and Chevy have logos. Apple has a brand. Follow Startup Archive for more tactical startup advice!
1:19

Seth Godin explains the difference between a logo and a brand: “If Nike opened a hotel, I think we would be able to guess pretty accurately what it would be like. If Hyatt came out with sneakers, we’d have no clue what they’d be like. That’s because Hyatt doesn’t have a brand—they have a logo.” He continues: “What it means to have a brand is you’ve made a promise to people. They have expectations. It’s a shorthand. And if that is distinct, you’ve earned something. If it’s not distinct, admit you make a commodity and you’re trying to charge just a little bit extra for peace of mind. The problem that Hyatt, Hilton, Marriott, and the rest have is sort by price. Because if I go online now to find a hotel, it’s really simple. Why would I pay $200 extra? I don’t. The value of a brand is how much extra I am paying above the substitute. And if I’m not paying extra, you don’t have a brand.” This seems to be Warren Buffet’s definition of a brand too. Apple has one of the best brands in the world, and he explains the value of this brand loyalty in a pretty unique way: “If you’re an Apple user and somebody offers you $10,000, but the only proviso is they’ll take away your iPhone and you’ll never be able to buy another, you’re not going to take it. If they tell you if you buy another Ford car, they’ll give you $10,000 not to do that, you’ll take the $10,000 and you’ll buy a Chevy instead.” Ford and Chevy have logos. Apple has a brand. Follow Startup Archive for more tactical startup advice!

Startup Archive

45,685 просмотров • 2 лет назад

Sources Author Alex Heath says Apple may still make AI acquisitions, but they'll likely be focused on talent rather than acquiring a company capable of reshaping its AI strategy. "I think [Apple] could make an acquisition, but it would be talent-based. I don't think there's anything that's going to be fully resetting the strategy or that's foundational, like an Oculus. I think that moment's passed." "All these [AI] companies are huge and mature. You're not going to buy Anthropic. Even if you're Apple, you can't afford it, and they wouldn't sell, so you have to go out on your own."
1:01

Sources Author Alex Heath says Apple may still make AI acquisitions, but they'll likely be focused on talent rather than acquiring a company capable of reshaping its AI strategy. "I think [Apple] could make an acquisition, but it would be talent-based. I don't think there's anything that's going to be fully resetting the strategy or that's foundational, like an Oculus. I think that moment's passed." "All these [AI] companies are huge and mature. You're not going to buy Anthropic. Even if you're Apple, you can't afford it, and they wouldn't sell, so you have to go out on your own."

TBPN

15,813 просмотров • 1 месяц назад

🚨 Keith Rabois breaks down the AI market through the lens of vertical integration: Tesla, Apple, OpenAI "Products really require vertical integration." TESLA: "Ultimately, you have a self-driving something that is custom built for knowing it's going to be self-driving." "And it interacts differently, the cost structure is different, the controls are different, the seating is different." "You build a product taking advantage of where in the stack you have the most competitive advantage. But then you leverage that and it reinforces." APPLE: "It's why Apple, despite missing the AI wave, is still a pretty good company from any empirical standpoint." "I mean like, their performance is absolutely miserable in the most important technology breakthrough in the last 70 years." "But the company is still alive, and still worth trillions of dollars because it's vertically integrated." OPENAI: "OpenAI, they do have a good product team." "And they need to stay ahead on the product level because they can't compete on the factory level." "The way to stay ahead on the product level is shipping a device." "It's gotta be good. It's gotta be right. It's gotta be the right form factor. It's gotta do things for humans that are unexpected." "But then if they do that, they're like Apple + AI."
0:55

🚨 Keith Rabois breaks down the AI market through the lens of vertical integration: Tesla, Apple, OpenAI "Products really require vertical integration." TESLA: "Ultimately, you have a self-driving something that is custom built for knowing it's going to be self-driving." "And it interacts differently, the cost structure is different, the controls are different, the seating is different." "You build a product taking advantage of where in the stack you have the most competitive advantage. But then you leverage that and it reinforces." APPLE: "It's why Apple, despite missing the AI wave, is still a pretty good company from any empirical standpoint." "I mean like, their performance is absolutely miserable in the most important technology breakthrough in the last 70 years." "But the company is still alive, and still worth trillions of dollars because it's vertically integrated." OPENAI: "OpenAI, they do have a good product team." "And they need to stay ahead on the product level because they can't compete on the factory level." "The way to stay ahead on the product level is shipping a device." "It's gotta be good. It's gotta be right. It's gotta be the right form factor. It's gotta do things for humans that are unexpected." "But then if they do that, they're like Apple + AI."

The All-In Podcast

41,399 просмотров • 1 год назад

Bloomberg's Mark Gurman says he's aware of an ongoing internal humanoid project at Apple. "They're exploring humanoids. They're not working on it full throttle, but they have a large robotics initiative. They're working on AI robotics technology and robotics hardware."
1:19

Bloomberg's Mark Gurman says he's aware of an ongoing internal humanoid project at Apple. "They're exploring humanoids. They're not working on it full throttle, but they have a large robotics initiative. They're working on AI robotics technology and robotics hardware."

TBPN

29,356 просмотров • 2 месяцев назад

We are really proud to be part of OpenAI brand refresh, shaping its motion identity and bringing it to life with this brand film. Thank you OpenAI design team for the great collaboration. Motion design + Sound: Studio Dumbar/DEPT
1:50

We are really proud to be part of OpenAI brand refresh, shaping its motion identity and bringing it to life with this brand film. Thank you OpenAI design team for the great collaboration. Motion design + Sound: Studio Dumbar/DEPT

STUDIO DUMBAR/DEPT®

49,859 просмотров • 1 год назад

A new smartphone brand "Wobble" has launched its first smartphone called the Wobble One in India! It's an Indian brand and this is a Made in India smartphone! Should I review this smartphone?
0:23

A new smartphone brand "Wobble" has launched its first smartphone called the Wobble One in India! It's an Indian brand and this is a Made in India smartphone! Should I review this smartphone?

Tech Bharat (Nitin Agarwal)

25,219 просмотров • 7 месяцев назад

🚨ELON MUSK: "As we dug into USAID it became apparent that what we have here is not an apple with a worm in it, but we have actually just a ball of worms. If you have an apple with a worm in it, you can take the worm out. If you have a whole ball of worms, it's hopeless. USAID is a ball of worms. There is no apple. And when there is no apple you just need to get rid of the whole thing. That's why it's got to go. It's beyond repair."
0:39

🚨ELON MUSK: "As we dug into USAID it became apparent that what we have here is not an apple with a worm in it, but we have actually just a ball of worms. If you have an apple with a worm in it, you can take the worm out. If you have a whole ball of worms, it's hopeless. USAID is a ball of worms. There is no apple. And when there is no apple you just need to get rid of the whole thing. That's why it's got to go. It's beyond repair."

Autism Capital 🧩

1,539,400 просмотров • 1 год назад

NEW APPLE PRODUCT Apple $AAPL just announced the launch of a brand new MacBook the MacBook Neo
1:06

NEW APPLE PRODUCT Apple $AAPL just announced the launch of a brand new MacBook the MacBook Neo

Evan

342,301 просмотров • 4 месяцев назад

Women don't care if guys have a high body count. Men absolutely care if a woman has a high body count. It's just different. You don't have to like that it's different... but it is.
0:23

Women don't care if guys have a high body count. Men absolutely care if a woman has a high body count. It's just different. You don't have to like that it's different... but it is.

Jedediah Bila

19,718 просмотров • 5 месяцев назад

Meet X-Design - an AI brand design agent that builds your brand identity in minutes. I tried this with a simple one-line prompt: "Convert the cocktail in this image into a bar logo called ‘Glow Bar’, with hand-drawn red lines on a white background." A few minutes later, it delivered: → A glowing logo concept → Posters, flyers, menus, and campaign materials → Merchandise mockups → Full brand kit From a single idea → to a full brand. Not just images - your brand identity, ready to go. Honestly? This is one of the wildest AI tools of 2025. Worth checking out:
1:12

Meet X-Design - an AI brand design agent that builds your brand identity in minutes. I tried this with a simple one-line prompt: "Convert the cocktail in this image into a bar logo called ‘Glow Bar’, with hand-drawn red lines on a white background." A few minutes later, it delivered: → A glowing logo concept → Posters, flyers, menus, and campaign materials → Merchandise mockups → Full brand kit From a single idea → to a full brand. Not just images - your brand identity, ready to go. Honestly? This is one of the wildest AI tools of 2025. Worth checking out:

Chidanand Tripathi

132,022 просмотров • 8 месяцев назад

Bloomberg's Mark Gurman, who got the scoop on John Ternus's new gig as Apple CEO, explains why he thinks Ternus will do "a hell of a job" in his new role: "He has product sensibilities that Tim Cook simply doesn't have. He has product decision-making ability that Tim Cook certainly has, but wouldn't utilize because he himself knows that product-based decisions are not where he could have the most impact." "Just like Tim Cook really oversaw the operations part of Apple as CEO and left product development to other members of the executive team, my expectation is that John Ternus will be intimately involved with the product side of the organization as he was in his prior role to CEO. And will leave the operational side to people like Sabih Khan and Priya Balasubramaniam — the people who run the operations division at Apple." "He's going to pick his spots, and his spots are hardware and product development. There's a reason that when he chose his successor for the hardware engineering organization, he chose Tom Marieb. He's not an innovator, but he's an incredible execution guy when it comes to hardware engineering and product quality. Ternus did that because his belief is that he will still be intimately involved and still be that product visionary for Apple in this new chief executive position."
1:20

Bloomberg's Mark Gurman, who got the scoop on John Ternus's new gig as Apple CEO, explains why he thinks Ternus will do "a hell of a job" in his new role: "He has product sensibilities that Tim Cook simply doesn't have. He has product decision-making ability that Tim Cook certainly has, but wouldn't utilize because he himself knows that product-based decisions are not where he could have the most impact." "Just like Tim Cook really oversaw the operations part of Apple as CEO and left product development to other members of the executive team, my expectation is that John Ternus will be intimately involved with the product side of the organization as he was in his prior role to CEO. And will leave the operational side to people like Sabih Khan and Priya Balasubramaniam — the people who run the operations division at Apple." "He's going to pick his spots, and his spots are hardware and product development. There's a reason that when he chose his successor for the hardware engineering organization, he chose Tom Marieb. He's not an innovator, but he's an incredible execution guy when it comes to hardware engineering and product quality. Ternus did that because his belief is that he will still be intimately involved and still be that product visionary for Apple in this new chief executive position."

TBPN

22,760 просмотров • 2 месяцев назад

Anker put a display on its latest Nano charger. It identifies the device it's charging (Apple) and also knows how much the device has charged. Cool stuff...
0:27

Anker put a display on its latest Nano charger. It identifies the device it's charging (Apple) and also knows how much the device has charged. Cool stuff...

Mukul Sharma

28,682 просмотров • 5 месяцев назад

Why Apple is fumbling AI, and how they could course correct (hint: buy OpenAI for $500B) Thomas Laffont explains: "I've studied Apple basically my whole career." "If you think about their defining competitive advantage, it was the integration of hardware and software that led to the beautiful MacBook that we're all using. It led to the iPhone." "And the fact that they were so coupled between hardware and software, the user interface, you know, etc. And I think it directly led to them winning ... the mobile era." "In AI, they're the opposite. They don't control the silicon, they don't control the underlying models." "And so now they're back to maybe, using a historical analogy, the PC makers who didn't control the OS." "So I think the good news for them is, look, they still have a monopoly on users. They have $3T of market cap to kind of play with." "So I think it's way too early to count them out." "What's the most extreme thing that they could do? Just for intellectual sake, right?" "Buy OpenAI for $500B. I'm just gonna put a crazy thing out there." "So you think, okay, that's the most extreme." "Well, is it even that extreme? And what would Apple's stock do that day?" Chamath Palihapitiya: "Go up." "That's my view too. I actually think it would go up, not down even if they did something like that." "I would love to see them be a little bit more aggressive."
1:17

Why Apple is fumbling AI, and how they could course correct (hint: buy OpenAI for $500B) Thomas Laffont explains: "I've studied Apple basically my whole career." "If you think about their defining competitive advantage, it was the integration of hardware and software that led to the beautiful MacBook that we're all using. It led to the iPhone." "And the fact that they were so coupled between hardware and software, the user interface, you know, etc. And I think it directly led to them winning ... the mobile era." "In AI, they're the opposite. They don't control the silicon, they don't control the underlying models." "And so now they're back to maybe, using a historical analogy, the PC makers who didn't control the OS." "So I think the good news for them is, look, they still have a monopoly on users. They have $3T of market cap to kind of play with." "So I think it's way too early to count them out." "What's the most extreme thing that they could do? Just for intellectual sake, right?" "Buy OpenAI for $500B. I'm just gonna put a crazy thing out there." "So you think, okay, that's the most extreme." "Well, is it even that extreme? And what would Apple's stock do that day?" Chamath Palihapitiya: "Go up." "That's my view too. I actually think it would go up, not down even if they did something like that." "I would love to see them be a little bit more aggressive."

The All-In Podcast

67,295 просмотров • 1 год назад

The best time to start a consumer brand, per Sean Frank: 1. January 2012 at the dawn of Facebook ads 2. Now Why now? “It’s moated from AI. I would hate to be trying to sell software right now.” “People are going to buy stuff forever. You have birthdays. You have Christmas.” Ridge just had its best Q2 ever, even with inflation and the Iran war. Frank says this contrasts with the Ukraine war in 2022, when there was a noticeable dip in e-commerce. “If I had my Shopify notifications on, it would just be chiming all day right now.” “It’s definitely a vibecession.”
1:30

The best time to start a consumer brand, per Sean Frank: 1. January 2012 at the dawn of Facebook ads 2. Now Why now? “It’s moated from AI. I would hate to be trying to sell software right now.” “People are going to buy stuff forever. You have birthdays. You have Christmas.” Ridge just had its best Q2 ever, even with inflation and the Iran war. Frank says this contrasts with the Ukraine war in 2022, when there was a noticeable dip in e-commerce. “If I had my Shopify notifications on, it would just be chiming all day right now.” “It’s definitely a vibecession.”

TBPN

76,904 просмотров • 3 дней назад

.Mark Gurman explains why John Ternus is the "only guy" that could become the next CEO of Apple: "All signs are turning towards Ternus." "Ternus is 50. Everyone else on the Apple executive team is late 50s through their mid 60s. Turning 66 this year, in the case of Tim Cook. You're Apple's board, you like continuity, you like an insider, you like people who know what they're doing, and who have been there for a while, they know where the bodies are buried." "At 50, he's the only one. Let's say Tim Cook hangs out for another three to five years. You're not going to appoint another CEO who's 65 or 70 years old. He's the only guy." "Apple gets the vast majority of its revenue from hardware. He's the hardware guy. Have they screwed up any hardware since he's been in charge? No. He's a steady hand who knows what he's doing. He's really the only choice." "A few months ago, he took full control of the Apple Watch engineering team that was co-run with the old COO until he retired." "When they started soft-firing the Head of AI [John Giannandrea], they took the robotic stuff away from him and gave that to Ternus. And then the real news that I broke last week is, even though on paper Tim Cook is running the Apple design teams, he's not. It's Ternus. He took that over at the end of last year."
3:49

.Mark Gurman explains why John Ternus is the "only guy" that could become the next CEO of Apple: "All signs are turning towards Ternus." "Ternus is 50. Everyone else on the Apple executive team is late 50s through their mid 60s. Turning 66 this year, in the case of Tim Cook. You're Apple's board, you like continuity, you like an insider, you like people who know what they're doing, and who have been there for a while, they know where the bodies are buried." "At 50, he's the only one. Let's say Tim Cook hangs out for another three to five years. You're not going to appoint another CEO who's 65 or 70 years old. He's the only guy." "Apple gets the vast majority of its revenue from hardware. He's the hardware guy. Have they screwed up any hardware since he's been in charge? No. He's a steady hand who knows what he's doing. He's really the only choice." "A few months ago, he took full control of the Apple Watch engineering team that was co-run with the old COO until he retired." "When they started soft-firing the Head of AI [John Giannandrea], they took the robotic stuff away from him and gave that to Ternus. And then the real news that I broke last week is, even though on paper Tim Cook is running the Apple design teams, he's not. It's Ternus. He took that over at the end of last year."

TBPN

35,627 просмотров • 5 месяцев назад

Jordi: The problem is, when you have good taste, and people pick up on it, they start blanket copying you. So there's an entire generation of companies whose visual identities just look the same — from their website to their actual products. Taste is something people curate themselves, but as soon as it's copied, it's fundamentally not tasteful. It's not original. An example is Squarespace. It took high-end website design, then commoditized it. Anybody could have a pretty website. It's not really that much of a knock, but a Squarespace website showed that it wasn't the company's own taste. So it commoditized really quickly, then it ceased to be tasteful. That being said, just helping AI labs create better-looking outputs, and working on that problem, feels like a pretty good way to build — at least temporarily — a pretty good business. This is something users, labs, and hyperscalers really care about. Even though Taste Labs got a lot of flak over the last 24 hours, their pipeline probably exploded. I bet they get a ton of business out of it. Unclear what this business looks like in 5 years, but I bet they print in the short term.
2:45

Jordi: The problem is, when you have good taste, and people pick up on it, they start blanket copying you. So there's an entire generation of companies whose visual identities just look the same — from their website to their actual products. Taste is something people curate themselves, but as soon as it's copied, it's fundamentally not tasteful. It's not original. An example is Squarespace. It took high-end website design, then commoditized it. Anybody could have a pretty website. It's not really that much of a knock, but a Squarespace website showed that it wasn't the company's own taste. So it commoditized really quickly, then it ceased to be tasteful. That being said, just helping AI labs create better-looking outputs, and working on that problem, feels like a pretty good way to build — at least temporarily — a pretty good business. This is something users, labs, and hyperscalers really care about. Even though Taste Labs got a lot of flak over the last 24 hours, their pipeline probably exploded. I bet they get a ton of business out of it. Unclear what this business looks like in 5 years, but I bet they print in the short term.

TBPN

136,677 просмотров • 26 дней назад